See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,630 | $124,281-94.7% | $109,143-93.9% | $167,490-96.0% |
| Participation rate | 95.7% | 79.4%+16.2pp | 75.9%+19.8pp | 82.1%+13.5pp |
| Annual return | -33.58% | 26.04%-59.6pp | 25.75%-59.3pp | 478.56%-512.1pp |
| Employer contribution / active EE | $2,276 | $4,207-45.9% | $3,722-38.9% | $4,837-53.0% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $813 | $7,970-89.8% | $6,752-88.0% | $12,309-93.4% |